Meet our Team

“We use creative financial solutions to turn our
client’s life dreams into realities” 

The Pension Specialists Team

With over 100 years of collective financial planning experience,
the unique team of professionals at The Pension Specialists help our clients
to fulfill their financial and lifestyle dreams.

Our Mission
We are committed to being a leader in the Financial Services Industry through excellence, innovation and uncommon wisdom.

Our Vision
To help transform our client’s life dreams into realities. We believe financial security promotes inner peace.

Our Values
Integrity, Honesty, Fairness, Reliability, Respect, Teamwork
Our core values provide a foundation for growth and development.

©2013 Investment Planning Counsel ~ Last updated: Sep 28, 2012 at 2:42 PM ~ Privacy ~ Legal ~ Accessibility

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.